Salesforce

Get started with Fundraise Up’s built-in Salesforce integration.

Fundraise Up includes a robust, API-based integration with Salesforce. This lets your organization connect Fundraise Up to your Salesforce account, and sync donation records as soon as donations are made.

Salesforce can be connected and configured from the Integrations page in your organization’s main settings in the Dashboard.

As with all Fundraise Up integrations, records are synced in one direction: from Fundraise Up to Salesforce. Records in Salesforce cannot be synced to Fundraise Up.

We provide a variety of Salesforce integrations:

Standard Salesforce Integration: The current section you're viewing.
Salesforce NPSP Integration: For Salesforce accounts with the Nonprofit Success Pack (NPSP) installed. Learn more →
Salesforce Nonprofit Cloud: Salesforce's newest and most flexible tool for fundraisers. Learn more →

You can transition from a standard Salesforce integration to a Salesforce NPSP integration by following our guidelines.

If your Salesforce account is already linked to your Fundraise Up account, you will not be able to add a Salesforce NPSP integration. The standard Salesforce integration and the Salesforce NPSP integration cannot be used at the same time.

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